HomeEndex AI Agent
Excel AI Financial Modeling & Analysis Automation
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Endex AI Agent Product Information
What is Endex AI Agent?
Endex AI Agent is an Excel-native AI assistant designed to automate Excel workflows and accelerate financial modeling and data analysis. Powered by OpenAI and ChatGPT, it delivers integrated citations for fully auditable results, utilizes custom-built financial LLMs to interpret complex financial documents, and brings together internal files, external data, and trusted sources into a single searchable platform for comprehensive analysis.
How to use Endex AI Agent?
Endex operates as an Excel add-in, appearing as a sidebar within your Excel application. Users provide prompts detailing their desired output, formatting preferences, data sources, specific data instructions, and any assumptions. The tool can import information from reliable public financial sources and user-uploaded documents, and it can make direct changes to Excel worksheets, all of which can be undone.
Endex AI Agent's Core Features
Excel-native AI Agent
Auditable outputs with built-in citations
Custom-built LLMs designed for finance
Unifies internal, external, and trusted data sources
AI-labeled tracking of cell references
Sheet navigation and direct cell/range jumps
Creation of repeatable company templates
Customizable formatting shortcuts
Direct access to OpenAI Deep Research
Memory for style preferences and workflows
Integration with leading model providers with zero data retention
One-click undo for changes
PDF to Table Conversion to eliminate manual data entry
Enterprise-grade security (AES-256, TLS 1.2/1.3, SOC 2, ISO, CCPA, GDPR)
No training on user data
Endex AI Agent's Use Cases
Accelerating financial modeling and data analysis
Rapidly creating three-statement models and DCFs
Automating virtually any Excel task across various professional domains
Eliminating manual entry from financial statements, pitch decks, and research reports
Identifying trends, highlighting data anomalies, performing calculations, and providing intuitive analysis explanations
FAQ from Endex AI Agent
Is Endex a separate web application outside of Excel?
Can Endex import data from sources outside my Excel workbook?
Does Endex provide actionable insights beyond AI-generated summaries?
Is Endex limited to certain workflows?
How does Endex handle my Excel file data? Is my data used for training?
How can I trust the accuracy of Endex’s outputs?
Can I download Endex for use at my company?
What happens if Endex produces an analysis I’m not satisfied with?
What’s the best way to prompt Endex for completing tasks?
Can Endex assist with chart creation and other visualizations?
Endex AI Agent Support Email & Customer service contact & Refund contact etc.
For Endex AI Agent customer service, please email:. For additional contact methods, visit our contact page (https://endex.ai/contact)
Endex AI Agent Company
Endex AI Agent Company name: Endex.
Endex AI Agent Company address: .
To learn more about Endex AI Agent, visit the about us page().
Endex AI Agent Login
Endex AI Agent Login Link: https://app.endex.ai/
Endex AI Agent Sign up
Endex AI Agent Sign up Link:
Endex AI Agent Pricing
Endex AI Agent Pricing Link: https://endex.ai/contact
Endex AI Agent Linkedin
Endex AI Agent Linkedin Link: https://www.linkedin.com/company/endexai
Endex AI Agent Twitter
Endex AI Agent Twitter Link: https://x.com/EndexAI
Endex AI Agent Screenshot
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This tool is amazing! I've been using it for financial modeling and it saves so much time. The integrated citations are a game changer for auditability. Highly recommend! 🚀
